Q: Interesting Tool, A few questions.
I just watched the intro video. It reminds me of BLUE project management tool .
Without diving deep into your tool yet.
Can I ask if the calendar is integrated with Google ?
Is there Google SSO login for Upbase?
Are they use cases if I needed to create a light version CRM to track new leads and projects?
Lastly, is there a community to connect and communicate together?
Overall seems interested and the plans and tiers are perfect without omitting many standard features.
I'm keen to get higher tiers, looks promising. Thanks!
Tony_Upbase
Jan 15, 2025A: Thank you for your questions. Please find the answers below:
Can I ask if the calendar is integrated with Google ?
- Yes, we have Google Calendar integration! Please take a look at this article for more details: https://help.upbase.io/article/32-google-calendar-integration
Is there Google SSO login for Upbase?
- It's not currently available.
Are they use cases if I needed to create a light version CRM to track new leads and projects?
- Yes, you can set up a lightweight CRM system using Upbase if needed. Here are some features to support your workflow:
- Use sections to manage your sales pipeline.
- Create custom fields to add customer and deal information.
- Hide task checkboxes, so they don't appear as tasks but more like cards, similar to Trello.
- Hide default fields such as assignee, due date, priority, and tags.
- Utilize the "Related" functionality to link deals and customers.
Lastly, is there a community to connect and communicate together?
- You can view our public feedback section at this link: https://upbase.canny.io/feature-requests
DX.gogrowasiaPLUSThanks for the answers and sharing of the workflow for sales pipelines. Its great.